A month into Andy Burnham’s tenure as Prime Minister, the team are asking what he could possibly do to turn the UK economy and stock market around.
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5 mins
14 August 2026
Keeping the lights on: why a UK-based power company earned a place from day one
When we launched our Rathbone Greenbank Multi-Asset Portfolios back in 2021, we thought electricity usage was on a multi-decade rise. Driven by the replacement of fossil fuels with cleaner energy, better battery technology that was boosting take-up of electric vehicles, and a generation of underinvestment in Western power assets, we felt the world was only going one way.
Because of this, we launched our fund holding several companies that were helping build electricity infrastructure. One of these was SSE.
5 mins
23 July 2026
The cybersecurity expert proving that software isn’t dead
Five months before two frontier OpenAI bots went rogue and hacked another AI company, the ‘SaaS-pocalypse’ came for cybersecurity software companies. Everyone assumed AI would destroy everything, yet Rathbone Global Opportunities Fund Manager James Thomson saw what others didn’t: a stock with a bright future made rosier by AI. It’s already doubled in value.
